Jeff is the Founder/CEO of Archetype Wealth Partners and author of Trading Up: Moving from Success to Significance on Wall Street. He is passionate about helping clients connect their money with their purpose. His mission is to assemble a team of like-minded advisors who share common values and collaborate to help as many clients as possible thrive across generations.
Jeff started out a sole proprietor in the wealth management business in 1995. He quickly noticed the advantages of working as a team to serve clients. During his first 10 years, he led a team, with his head down, that built financial plans and investment strategies for clients.
In 2007, he woke up and realized that he did not want to have his epitaph read, “Here lies Jeff. He made rich people richer.” Jeff was inspired to go deeper in the planning process with clients. By putting clients’ narrative before their numbers, Jeff was able to help them uncover their families’ values and connect their resources to those values.
This focus led Jeff to new heights as a financial advisor. In 2008, he was named to Morgan Stanley’s Chairman’s Club (top 2% of Advisors). From 2009 to 2013, Barron’s magazine recognized him as “One of Texas’ Top Financial Advisors”. In 2013, the Financial Times named Jeff to their inaugural list of “America’s Top 400 Advisors”. Jeff Thomas is a five-year Five Star Wealth Manager award winner (2012-2016). Jeff is also a Certified Public Accountant (CPA) in the State of Texas and a Certified Kingdom Advisor (CKA).
After 25 years of working for the biggest names on Wall Street, Jeff and his team concluded that they could only pursue their vision by starting their own firm. So, in April of 2017, they opened Archetype Wealth Partners, LLC to provide a next-generation, conflict-free platform where advisors and clients can flourish.
Jeff and his wife, Dolly, live in Houston and have two daughters. Jeff and Dolly stay very involved in their church, as well as several non-profit endeavors. They are founders of the National Christian Foundation of Houston. Dolly has been on the Board of Child Advocates for many years. Jeff has served on various boards, including Medical Bridges, The Houston Christian Foundation, the West U. Methodist Church Foundation and Club Impact Ministries. Jeff currently serves on the Board of Directors for Intentional Ministries, the Board of Stewards at West U. Methodist Church and the Advisory Board of the Dubose Foundation. Jeff currently chairs both the The Barnabas Group of Houston Board and the Mission Increase Houston Advisory Board.
Barrons “Top 1,000 Advisors,” February 18, 2013 as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
The Financial Times “Top 400 Financial Advisors,” April, 2013. Criteria are based, in part, upon gathered from and verified by Morgan Stanley as well as qualitative and quantitative criteria, including but not limited to, assets under management, asset growth, compliance records, and experience. Morgan Stanley Financial Advisors are nominated by Morgan Stanley. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,763 Houston wealth managers were considered for the award; 437 (25 percent of candidates) were named 2016 Five Star Wealth Managers.